WINDHAM BRANNON
11 known aliases resolved via the canonical alias map
Market position · 2024
Plans served34+1 YoYRank #475 of mapped providers
Assets under administration$9.6B0.0%Market share · rank #1214
Fees received$720,634Median $17,625/planSum across Schedule C direct + indirect
Net wins YoY+19 won · 8 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical WINDHAM BRANNON plan look like?
Service mix · median fees per plan
Count of plans where WINDHAM BRANNON ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Direct payment from the plan; Accounting (including auditing)Code 10 | 32 | $17,625 | |
Consulting (general)Code 16 | 1 | $23,500 | |
Other feesCode 99 | 1 | $16,000 |
Competitor overlap
Percent of WINDHAM BRANNON's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under WINDHAM BRANNON.
| Sponsor | From | Assets |
|---|---|---|
PRINTPACK, INC.GA · 580673779-001 | GREAT-WEST LIFE & ANNUITY INSURANCE | $461M |
FISHER & PHILLIPS LLPGA · 580619559-001 | UBS FINANCIAL SERVICES INC | $397M |
KLOCKNER METALS CORPORATIONGA · 382046626-001 | (new plan) | $289M |
CUMULUS RADIO CORPORATIONGA · 860703641-001 | FIDELITY INVESTMENTS INSTITUTIONAL | $262M |
KLOECKNER METALS CORPORATIONGA · 382046626-002 | SMITH, GAMBRELL & RUSSELL, LLP | $184M |
EXAMWORKS, LLCGA · 261114252-001 | FIDELITY INVESTMENTS INSTITUTIONAL | $90M |
INDEPENDENT PHYSICIANS RESOURCE, INC.GA · 582287138-001 | PRINCIPAL LIFE INSURANCE COMPANY | $84M |
FOX FACTORY, INC.GA · 942472535-003 | QDRO CONSULTANTS COMPANY, LLC | $84M |
KLOECKNER METALS CORPORATIONGA · 382046626-003 | MILLIMAN, INC. | $16M |
Plans lost in 2024
Appeared last year under WINDHAM BRANNON; not this year.
| Sponsor | To | Assets |
|---|---|---|
INFOR (US), INC.GA · 203469219-001 | CBIZ RETIREMENT PLAN SERVICES | $1.0B |
BCD TRAVEL USA LLCGA · 582308827-001 | STRATEGIC ADVISORS, INC. | $409M |
MOLNLYCKE HEALTH CARE US LLCGA · 542153401-001 | GREAT-WEST LIFE & ANNUITY INSURANCE | $141M |
BITZER US, INC.GA · 581345338-002 | LPL FINANCIAL | $25M |
CARTER & ASSOCIATES ENTERPRISES, INC.GA · 581713983-002 | (new plan) | $14M |
REFRIGIWEAR, LLCGA · 112010909-003 | GREAT-WEST LIFE & ANNUITY INSURANCE | $7M |
SAVASENIORCARE ADMINISTRATIVE SERVICES, LLCTX · 201926662-001 | (new plan) | $51,908 |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
REPUBLIC NATIONAL DISTRIBUTING COMPANYGA · 205543506-004 | $1.5B | 14,821 | $31,500 | 9y | 2 |
ROLLINS, INC & SUBSIDIARIESGA · 510068479-002 | $1.1B | 21,287 | $70,000 | 9y | 1 |
SIX CONTINENTS HOTELS, INC.GA · 582283470-003 | $1.1B | 16,596 | $25,000 | 5y | - |
PREMIER HEALTHCARE SOLUTIONS, INC.NC · 330054358-002 | $742M | 3,969 | $20,100 | 6y | - |
CRAWFORD & COMPANYGA · 580506554-002 | $593M | 5,870 | $26,000 | 9y | - |
SITEONE LANDSCAPE SUPPLY INCGA · 364485550-002 | $519M | 8,906 | $65,000 | 8y | 1 |
PRINTPACK, INC.GA · 580673779-001 | $461M | 3,249 | $17,500 | 5y | 1 |
FISHER & PHILLIPS LLPGA · 580619559-001 | $397M | 1,546 | $23,500 | 8y | 2 |
MASONITE CORPORATIONFL · 640198020-101 | $324M | 6,106 | $17,500 | 10y | 1 |
CRAWFORD & COMPANY & SUBSIDIARIESGA · 580506554-001 | $308M | 2,381 | $22,890 | 9y | - |
Flag exposure
91.2%Market: 89.2%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (11)
Raw Schedule C names collapsed into WINDHAM BRANNON.
- WINDHAM BANNON
- WINDHAM BRANNON
- WINDHAM BRANNON LLC
- WINDHAM BRANNON P C
- WINDHAM BRANNON P.C
- WINDHAM BRANNON P.C.
- WINDHAM BRANNON PC
- WINDHAM BRANNON, LLC
- WINDHAM BRANNON, P.C
- WINDHAM BRANNON, P.C.
- WINDHAM BRANNON, PC
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /retirement size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for WINDHAM BRANNON's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 2 | 5.88% | 7.76% | -1.88 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 6 | 17.65% | 1.71% | +15.93 pp |
| Failed to provide benefit | 1 | 2.94% | 0.14% | +2.80 pp |
| Corrective distributions | 14 | 41.18% | 1.76% | +39.42 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with WINDHAM BRANNON. Compare to the incumbent market share (0.1%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.1 pp vs incumbent
Geographic penetration index
(Provider plans in state / state plans) divided by the provider's overall share of the market. Index 1.00 = average; > 1 = over-indexed (winning more than their fair share); < 1 = under-indexed (white space).